From Downsizing planning to Investments for your life

Any transition can be stressful and emotional, especially if you are dealing with your family home. Many Canadians are looking to transition into a new home, many of them do not know where to start. If this is you, you need to come to this event.

We are a group of specialized professionals who have come together to provide you with advice and guidance on the steps you need to take to downsize your home. We will walk you through the following steps

Buy or sell first…..it depends

Extra cash for extra furnishings

Creating your own pension

Cost of building a bridge: Estate planning/Wealth Transfer

Getting Sued: How to protect yourself when acting as an executor and Estate Administrator